Christian Lopez: Why Every Company Will Hold Bitcoin | Bitcoin For Corporations Ep. 14

In this episode of Bitcoin For Corporations, host Pierre Rochard sits down with Christian Lopez (Cohen & Company) to explore the future of Bitcoin treasuries. Lopez explains why not holding Bitcoin is becoming “irresponsible” for corporate treasurers, how inflation erodes fiat reserves, and why MicroStrategy’s strategy has reshaped the playbook.

00:00 - Introduction and Christian Lopez Background
03:49 - Corporate and Institutional Bitcoin Adoption Landscape
08:07 - Challenges and Future of Bitcoin Corporate Adoption
10:40 - Different Corporate Strategies for Bitcoin Treasury Management
15:09 - Debate on Corporate Bitcoin Holdings vs. Returning Cash to Investors
18:41 - Capital Structure Tools Used by Bitcoin Treasury Companies
22:33 - PIPE Transactions and Convertible Notes Explained
28:23 - Managing Investor Relations and MNAV in Bitcoin Treasury Companies
30:07 - Impact of Financial Products on Bitcoin Market Volatility
32:17 - Factors Influencing MNAV and Market Correlations
35:44 - Bitcoin's Four-Year Cycle and Capital Flow Dynamics
38:28 - Competition and Overlap Between Bitcoin and AI/HPC Capital
40:46 - Macro Economic Factors Affecting Bitcoin and Inflation
42:55 - Potential Inclusion of Bitcoin Treasury Companies in the S&P 500
46:06 - Long-Term Outlook on Bitcoin Adoption and Wealth Transfer
48:26 - Concerns About Capital Allocation and Leverage in Bitcoin Treasuries
50:04 - Institutional Custody Standards and Providers for Bitcoin Treasuries
51:49 - Asset Management Strategies: Cold Storage vs. Yield Generation
53:19 - Final Questions on Market Valuation and Bitcoin's Macro Impact
56:47 - Bitcoin's Impact on Real Estate, Technology Investing, and Debt Markets
57:42 - International Bitcoin Treasury Opportunities and Market Arbitrage
60:20 - Closing Remarks and Appreciation

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🔶 Connect with Pierre Rochard on X: https://x.com/BitcoinPierre

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